Activation & Retention Specialist - Chicago
About The Position
While this is a remote role, there is an in-field expectation of 4 or more days per week with the remaining day(s) spent reviewing customer lists and scheduling appointments. The ability to travel to business owners' locations in the greater Chicago area is essential. The Activation/Retention Specialist is the in-field strategic face of Elavon to the client, representing the BMO business channel. They are responsible for activating merchant accounts and assisting with retention by engaging with clients and providing data analysis, industry education, presentation of performance and recommending action to improve efficiency.
Requirements
- Bachelor's degree, or equivalent work experience
- Three to five years of relevant experience
- Ability to travel
- Ability to travel to business owners' locations in the greater Chicago area
- Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
- Strong presentation, interpersonal, verbal and written communication skills
- Ability to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Nice To Haves
- Two or more years of client management experience in payments industry
- Ability to train others on equipment features and functionality
- Ability to manage multiple tasks/projects and deadlines simultaneously
- Ability to identify and resolve exceptions and to interpret data
- Proven customer service/relations skills
Responsibilities
- Activating merchant accounts
- Assisting with retention by engaging with clients
- Providing data analysis
- Providing industry education
- Presenting performance
- Recommending action to improve efficiency
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
- Incentive and recognition programs
- Equity stock purchase
- Pension (all benefits are subject to eligibility requirements)
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
